Matson

Mueller Industries

GATX

Herc Hlds

Jackson Financial

Alaska Air Group

SM Energy

SkyWest

Boise Cascade

Air Lease

Avantis U.S. Small Cap Value ETF

AVUV is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria.

iShares Morningstar Mid-Cap Growth ETF

Schwab U.S. Large-Cap Growth ETF

Exchange-traded funds are immensely popular investing vehicles for a variety of reasons. These three funds are a cut above their peers in their respective categories.

3 Supercharged ETFs to Buy Hand Over Fist Ahead of 2024

Fama and French introduced the 3-factor and 5-factor models, which include additional factors such as size, value, profitability, and investment returns. AVUV does a fantastic job capturing this research and implementing it in a low-cost fund. This investment strategy requires high conviction, and it may be best as an addition to the portfolio to "tilt" to a small cap value direction.

Avantis US Small Cap Value: My 2024 Answer To Overvalued Large Cap Tech Growth

Invesco Nasdaq 100 ETF

SPDR S&P 600 Small Cap Growth ETF

The Invesco QQQ Trust is one of the most popular ways to invest in the top Nasdaq stocks. There's a newly launched Nasdaq-100 fund that offers essentially the same product as the QQQ but with lower annual fees.

Before You Buy the Invesco QQQ Trust ETF, Here Are 3 I'd Buy First

Avantis US Small Cap Equity ETF

As investors shore up their portfolios ahead of 2024, they may want to consider small-cap equities. That area could be presenting an exceptional value proposition that could prosper next year.

Small-Cap Equities Currently Offering Exceptional Value

Large-cap companies have been basking in the sun of an equities rally for much of 2023. But it could be small-caps' turn.

A Small-Cap Rally Could Elevate This Active, Value-Focused ETF

SPDR Portfolio Small Cap ETF

Vanguard Small Cap Value ETF

The Vanguard 500 S&P 500 ETF has produced solid returns for investors in 2023. But the tide might be turning in favor of small-cap stocks.

Before You Buy Vanguard's S&P 500 ETF, Here Are 3 I'd Buy First

Small-caps equities can make a pronounced move to the upside. This is especially so after the recent interest rate hike pause by the U.S. Federal Reserve.

Invest Confidently in Small-Caps With This Value-Focused ETF

Avantis US Small Cap Value ETF is an actively managed fund that focuses on investing in small-cap value stocks in the US. AVUV has shown strong performance since its inception, with a compound annual growth rate of over 11%. The Fund offers diversification with well-diversified holdings across various sectors and has outperformed its benchmark, the Russell 2000 Value Index.

AVUV: Now May Be A Good Time To Add

AVUV was the second-best-performing small-cap value ETF over the last four years. Paying 0.25% for an actively-managed fund is a steal. Market-cap-weighted small-cap funds don't address profitability very well. AVUV improves on that metric, featuring an ROE that's twice as much as ETFs tracking S&P SmallCap 600 and Russell 2000 Indexes. AVUV's approach also improves the growth/valuation combination, featuring 3.05% estimated earnings per share growth and a low 11.23x forward earnings valuation.

AVUV: Here's Why Avantis' Small Cap Value Approach Works

YieldMax COIN Option Income Strategy ETF

Pacer US Cash Cows 100 ETF

First Trust Dorsey Wright Focus 5 ETF

SPDR S&P Global Natural Resources ETF

FlexShares Morningstar Global Upstream Natural Resources Index Fund

iShares Russell 1000 Value ETF

iShares Russell 1000 Growth ETF

JPMorgan Equity Premium Income ETF

iShares MSCI USA Momentum Factor ETF

Amplify Natural Resources Dividend Income ETF

YieldMax NVDA Option Income Strategy ETF

Invesco DWA Momentum ETF

Invesco S&P 500 Pure Growth ETF

Invesco S&P 500 Pure Value ETF

SPDR Portfolio S&P 500 Growth ETF

SPDR Portfolio S&P 500 Value ETF

T Rowe Price Blue Chip Growth ETF

First Trust NASDAQ Technology Dividend Index Fund

Yieldmax Tsla Option Income Etf

VictoryShares Free Cash Flow ETF

iShares MSCI USA Value Factor ETF

Vanguard Value ETF

Vanguard Growth ETF

Consumer Staples Select Sector SPDR Fund

Good Morning, VettaFi Voices! Growth has blown value out of the water in 2023. It's not even close. The Vanguard Value ETF (VTV) is up less than 1% year to date. Meanwhile, the Vanguard Growth ETF (VUG), the growth fund, is up 32%. That's a big difference, and clearly we're in a growth regime.

VettaFi Voices On: The Nature of Value

Avantis International Small Cap Value ETF

Avantis Emerging Markets Equity ETF

Avantis US Equity ETF

Vanguard Total Bond Market ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional US Core Equity 2 ETF

Dimensional International Core Equity Market ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Emerging Markets Value ETF

Dimensional International Core Equity 2 ETF

Dimensional International Value ETF

Dimensional US Equity ETF

Dimensional US High Profitability ETF

iShares MSCI Emerging Markets ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

Janus Henderson AAA CLO ETF

JPMorgan Nasdaq Equity Premium Income ETF

Janus Henderson Mortgage-Backed Securities ETF

Putnam ESG Core Bond ETF

PGIM Ultra Short Bond ETF

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

2023's Overactive Active ETF Flows Are Mostly a Mirage

Dimensional US Small Cap Value ETF

Vanguard S&P Small-Cap 600 Value ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Every week I am asked about Vanguard and its funds. So in this article I'll tackle six frequent questions, starting with the most popular.

Are Vanguard ETFs really the best deal?

Blackrock Large Cap Value Etf

WisdomTree Japan Hedged Equity Fund

Franklin FTSE Japan ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

JPMorgan Active Small Cap Value ETF

VanEck Morningstar Wide Moat ETF

American Century U.S. Quality Growth ETF

iShares MSCI USA Quality Factor ETF

Astoria US Quality Kings Etf

Vanguard FTSE Developed Markets ETF

Harbor Long-Term Growers ETF

After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer. At the end of August, the asset category had $165 billion of net inflows, more than $125 billion for fixed income.

Equity ETFs Are Shining, But What's Next?

Cambria Shareholder Yield ETF

Invesco S&P MidCap Quality ETF

Benjamin Graham and David Dodd, Peter Lynch and Warren Buffett, legends of the value investing style, have set a foundation for millions of institutional and private investment strategies.

3 Low P/E Stock ETFs for Hungry Value Investors

Large cap equities have been leading the 2023 market rally with the S&P 500 up 15%, but at some point, small cap equities will follow suit. Here are a pair of active exchange traded fund (ETF) options worth considering to get exposure to a small cap rally.

Two Active Options to Play a Small Cap Comeback

Most of the 10-year periods where large-cap growth has outperformed small-cap value have been those ending within the past three years. A small-cap value portfolio has had zero periods with negative 10-year returns since 1930, while the large-cap growth portfolio has had several "lost decades". Continued outperformance of large-cap growth not only requires trillion dollar companies to keep growing at high rates, but also continued multiple expansion.

Value Vs. Growth 10-Year Return Spread At Historic Extremes: I'm Buying AVUV

AVUV is an actively-managed U.S. small-cap value ETF. The fund has been one of the best-performing value ETFs in the recent past. A look at the fund, and some of its more recent developments follows.

AVUV: Strong, Best-Performing Value ETF

The time to get small cap exposure could be presenting itself if the 2023 rally fueled mostly by large-caps starts to dissipate. Small cap companies could be taking the reign and leading the rally into 2024 and beyond.

Small-Caps Could Be Presenting a Historic Opportunity for Upside

Avantis U.S. Small Cap Value ETF offers investors exposure to small caps with low valuations and has delivered compounded annual returns of 14.2% over three years, beating its benchmark's annual return of 6.7%. The fund invests in profitable American small cap stocks, avoiding start-ups and struggling companies, and is overweight in consumer discretionary and energy sectors while underweight in healthcare and real estate sectors. Despite the limitations of small cap funds, including the need to sell high performers as they graduate to higher caps, the fund continues to offer value to investors.

Avantis U.S. Small Cap Value ETF Looks Promising So Far

iShares MSCI All Country Asia ex Japan ETF

SmartETFs Asia Pacific Dividend Builder ETF

iShares Core U.S. Aggregate Bond ETF

WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund

iShares Asia 50 ETF

ARK Innovation ETF

Global X FTSE Southeast Asia ETF

Avantis Core Fixed Income ETF

JPMorgan BetaBuilders Developed Asia EX-Japan ETF

JPMorgan BetaBuilders Europe ETF

Vanguard Intermediate-Term Bond ETF

FlexShares Core Select Bond Fund

PIMCO Active Bond ETF

iShares Yield Optimized Bond ETF

iShares CMBS ETF

Asian Growth CUBS ETF

Xtrackers MSCI Europe Hedged Equity ETF

Xtrackers MSCI Eurozone Hedged Equity ETF

WisdomTree Europe SmallCap Dividend Fund

iShares Asia/Pacific Dividend ETF

iShares ESG Aware US Aggregate Bond ETF

iShares MSCI Emerging Markets Asia ETF

Global ETF Market Facts: 3 Things To Know From Q2 2023

iShares Core MSCI Total International Stock ETF

Vanguard FTSE All-World ex-US Index Fund

Vanguard Russell 1000 Value ETF

Vanguard S&P 500 Value ETF

Vanguard Total International Stock ETF

To capture the market's full potential return, investment strategists recommend adding exposure to international markets, value stocks, and small- and mid-cap companies.

The S&P 500 Is a Megacap Tech Fund. Where to Invest Instead.

American Century Focused Dynamic Growth ETF

American Century Focused Large Cap Value ETF

American Century Diversified Corporate Bond ETF

American Century STOXX U.S. Quality Value ETF

American Century's ETF operations hit a key milestone last week, surpassing $25 billion in assets under management across the 36 ETFs it markets under its American Century and Avantis brands. The firm first entered the market a little over five years ago.

American Century ETFs Cross $25 Billion Mark

Ea Bridgeway Omni Small Cap Value ETF

iShares MSCI Germany ETF

VanEck Vectors Gold Miners ETF

VanEck Junior Gold Miners ETF

Franklin Income Focus ETF

Quadratic Interest Rate Volatility and Inflation ETF

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

O'Shares US Small-Cap Quality Dividend ETF

Invesco S&P SmallCap Value with Momentum ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

Hello! This is markets reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we take a look at small-cap ETFs, which attracted significant inflows in the past week as small-cap stocks have rebounded after being left behind by the megacap technology shares which soared in 2023.

Why it is risky for ETF investors to blindly chase the small-cap rally

iShares MSCI International Value Factor ETF

The art of value investing is often underappreciated. Pioneered by Benjamin Graham and evolved by Warren Buffett (Trades, Portfolio), value investing seeks companies with promising earnings and low-risk premiums in an attempt to unlock hidden value.

3 Value-Based ETFs to Consider

The Avantis U.S. Small Cap Value ETF is an actively managed ETF focused on Value stocks in the Small-Cap part of the US stock market. The Invesco S&P SmallCap Value with Momentum ETF invests in the same part of the US stock market but adds a momentum factor into their process.

AVUV Vs. XSVM: Active Small-Cap Value ETFs Use Different Strategies

News for Avantis U.S. Small Cap Value ETF ETF (AVUV)